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Eaton-Cambridge’s Avantis All Equity Markets ETF AVGE Stock Holding History

Eaton-Cambridge’s Portfolio AVGE Stock Details AVGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$734K Sell
7,410
-285
-4% -$27.4K 0.21% 29
2026
Q1 		$677K Buy
7,695
+559
+8% +$50.3K 0.21% 26
2025
Q4 		$613K Sell
7,136
-762
-10% -$64.4K 0.2% 25
2025
Q3 		$659K Sell
7,898
-733
-8% -$59K 0.23% 24
2025
Q2 		$669K Sell
8,631
-400
-4% -$29.1K 0.25% 20
2025
Q1 		$643K Sell
9,031
-39
-0.4% -$2.87K 0.28% 19
2024
Q4 		$656K Buy
9,070
+607
+7% +$45.2K 0.29% 16
2024
Q3 		$625K Buy
8,463
+644
+8% +$45.6K 0.3% 16
2024
Q2 		$542K Sell
7,819
-290
-4% -$20K 0.28% 18
2024
Q1 		$566K Buy
8,109
+105
+1% +$6.93K 0.3% 16
2023
Q4 		$518K Buy
+8,004
New +$483K 0.31% 18

Other funds holding AVGE

MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Eaton-Cambridge's AVGE Position: Q2 2026 in Review

Eaton-Cambridge reduced its Avantis All Equity Markets ETF (AVGE) stake by 3.7% in Q2 2026, selling an estimated $27.4K and leaving 7,410 shares worth $734K. The position accounts for 0.21% of the portfolio, ranked #29.

Eaton-Cambridge first reported a position in AVGE in Q4 2023 and has held it in 11 quarters since. 159 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • Eaton-Cambridge held 7,410 shares of Avantis All Equity Markets ETF worth $734K as of Q2 2026.
  • Eaton-Cambridge sold 285 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $27.4K.
  • Avantis All Equity Markets ETF made up 0.21% of Eaton-Cambridge's portfolio in Q2 2026, its #29 holding.
  • Eaton-Cambridge first reported a position in Avantis All Equity Markets ETF in Q4 2023 and has held it in 11 quarters since.
  • 159 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Eaton-Cambridge's 13F filing for Q2 2026, filed 23 Jul 2026.